深圳市银之杰科技股份有限公司 简式权益变动报告书 上市公司：深圳市银之杰科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：银之杰 股票代码：300085 信息披露义务人：何晔 住所：深圳市福田区******** 通讯地址：深圳市福田区******** 股份变动性质：本次权益变动由以下两部分组成：（一）主动减持；（二）由于公 司股东张学君、陈向军、李军对公司的共同控制关系解除，三人的股份不再合并计 算，导致信息披露义务人在持股数量和持股比例不变的情况下成为公司第一大股东 签署日期：2025年5月26日 信息披露义务人声明 一、本报告书依据《中华人民共和国证券法》、《上市公司收购管理办法》、《公 开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》及相关法 律、法规和规范性文件编写本报告。 | 第一节 | 释义 4 | | --- | --- | | 第二节 | 信息披露义务人介绍 5 | | 第三节 | 权益变动目的 6 | | 第四节 | 权益变动方式 7 | | 第五节 | 前 6 个月内买卖上市公司股份的情况 9 | | 第六节 | 其他重大事项 10 | | 第七节 | 信息披露 ...

特别提示： 证券代码：300085 证券简称：银之杰 公告编号：2025-037 深圳市银之杰科技股份有限公司 关于《共同控制协议书》到期暨公司实际控制人变更的 提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 注：上表中合计数与各明细数相加之和在尾数上如有差异，系四舍五入所致。 近日，公司收到张学君、陈向军、李军出具的《告知函》，鉴于公司已上市多 年，公司治理状况良好且成熟稳定，综合考虑股东个人情况并从公司长远发展角度 出发，三人经充分协商一致，决定上述《共同控制协议书》在 2025 年 5 月 25 日到 期后不再续签，相应对公司的共同控制关系于 2025 年 5 月 25 日到期后解除。 1、公司控股股东、共同实际控制人张学君、陈向军、李军签署的《共同控制协 议书》于 2025 年 5 月 25 日到期，鉴于公司已上市多年，公司治理状况良好且成熟 稳定，综合考虑股东个人情况并从公司长远发展角度出发，三人经充分协商一致， 决定上述《共同控制协议书》到期后不再续签，相应对公司的共同控制关系于 2025 年 5 月 25 日到期后解除。 2、张学君、 ...

Market Overview - On May 26, A-shares showed mixed performance with a total market turnover of 1.03 trillion yuan, a decrease of over 140 billion yuan compared to the previous Friday [1] - Most industry sectors experienced gains, particularly gaming, power equipment, electric grid equipment, cultural media, jewelry, and communication services [1] Fund Flow Analysis - The main funds experienced a net outflow of 7.527 billion yuan, with eight industries seeing net inflows [1] - The media industry led with a net inflow of 956 million yuan, followed by light manufacturing, banking, environmental protection, and coal industries with net inflows of 489 million yuan, 299 million yuan, 258 million yuan, and 134 million yuan respectively [1] - In contrast, the automotive industry had the highest net outflow at 2.051 billion yuan, with the electric power equipment and pharmaceutical industries also seeing significant outflows exceeding 1 billion yuan [1] Individual Stock Performance - Among individual stocks, 26 stocks had net inflows exceeding 100 million yuan, with eight stocks surpassing 200 million yuan [2] - Wuhan Vanguards saw a net inflow of 511 million yuan, closing at the daily limit, while Hongbo shares had a net inflow of 473 million yuan, also closing at the daily limit [2][3] - The top stocks by net inflow included Wuhan Vanguards (5.11 billion yuan), Hongbo shares (4.73 billion yuan), and Kaimeteqi (4.12 billion yuan) [3] Significant Outflows - A total of 34 stocks experienced net outflows exceeding 100 million yuan, with 13 stocks seeing outflows of 200 million yuan or more [4] - BYD had the largest net outflow at 1.058 billion yuan, followed by Huibo Yuntong, Ningde Times, and Dongfang Fortune, each with outflows exceeding 300 million yuan [4][5] Tail-End Fund Flow - At the end of the trading day, the main funds had a net inflow of 1.24 billion yuan, with mechanical equipment, electronics, communication, light manufacturing, food and beverage, and computer industries all seeing inflows exceeding 100 million yuan [6] - Notable stocks with significant tail-end inflows included Hongbo shares and Yinzhijie, both exceeding 100 million yuan [6][7]

Group 1 - The China Securities Financial Technology Theme Index (930986) experienced a decline of 0.28% as of May 21, 2025, with mixed performance among constituent stocks [3] - Zhaori Technology (300333) led the gains with an increase of 6.92%, while Lakala (300773) saw the largest decline at 5.71% [3] - The Financial Technology ETF (516860) also fell by 0.33%, with a latest price of 1.19 yuan and a turnover rate of 3.32% [3] Group 2 - Dongxing Securities highlighted strong policy support and emerging demand in new sectors, contributing to the recovery of industry growth [4] - The financial technology sector is expected to benefit from increased IT investments by banks, insurance, and securities firms, driven by the transition to new systems and digital platforms [4] - Cloud technology remains a core investment area for financial institutions, with AI and data utilization expected to enhance operational efficiency [4] Group 3 - The Financial Technology ETF reached a new high of 929 million yuan in size and 778 million shares in circulation [5] - The ETF has seen continuous net inflows over the past four days, totaling 51.75 million yuan, with an average daily net inflow of 12.94 million yuan [5] - The ETF's one-year net value increased by 57.87%, ranking first among comparable funds [5] Group 4 - The Financial Technology ETF has a management fee of 0.50% and a custody fee of 0.10%, which are among the lowest in comparable funds [6] - The ETF's tracking error over the past two years is 0.046%, indicating the highest tracking precision among similar funds [6] - The top ten weighted stocks in the index account for 53.28% of the total, with Tonghuashun (300033) and Dongfang Caifu (300059) being the largest contributors [6][8]

Core Viewpoint - The China Telecom Theme Index has shown mixed performance, with a slight decline on the latest trading day, reflecting broader market trends in the telecom sector [1]. Group 1: Index Performance - The China Telecom Theme Index decreased by 0.03% to 1792.12 points, with a trading volume of 26.344 billion yuan [1]. - Over the past month, the index has increased by 2.63%, but it has declined by 7.91% over the last three months and by 3.23% year-to-date [2]. Group 2: Index Composition - The index comprises 50 listed companies involved in telecom operations, value-added services, communication equipment, technology services, and data centers [2]. - The top ten weighted companies in the index are: China Telecom (17.66%), China Mobile (16.11%), China Unicom (15.28%), Yinzhijie (6.14%), China Satellite Communications (5.25%), ZTE Corporation (4.86%), Zhongji Xuchuang (4.12%), Xinyi Sheng (3.95%), Unisplendour (2.63%), and Zhongtian Technology (1.75%) [2]. Group 3: Market Segmentation - The index's holdings are primarily listed on the Shanghai Stock Exchange (64.03%) and the Shenzhen Stock Exchange (35.97%) [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [3].

Core Viewpoint - The internet financial information service industry in China is experiencing rapid growth driven by the high-quality development of the securities market and technological innovation, with a projected market size increase from 10.07 billion yuan in 2015 to 63.52 billion yuan in 2024, representing a compound annual growth rate of 22.71% [2][3]. Industry Overview - The internet financial information service industry has emerged alongside the development of the internet, effectively utilizing its convenience and speed to provide investors with enhanced information services. The industry can be segmented into three categories: financial information terminal services, value-added information services, and online financial information services [3]. - Despite the rapid growth and diversification of services, the industry remains relatively small compared to its domestic potential and the more mature international market, indicating significant growth opportunities [3]. Development History - The internet financial sector in China began to take shape before 2005, with traditional financial institutions initially moving their operations online. The introduction of e-commerce in 1993 marked the start of a fully electronic business era, prompting banks to innovate and adapt to the internet [5]. - From 2005 to 2012, the industry saw the emergence of third-party payment systems, P2P lending, and crowdfunding, marking a shift from mere technological integration to actual business models [6]. - The year 2013 is recognized as the starting point of rapid growth for internet finance in China, highlighted by the launch of "Yu'ebao," which led to the maturation of third-party payments and explosive growth in P2P lending [6]. Relevant Policies - The Chinese government has implemented various policies to support the healthy development of the internet financial information service industry. For instance, the State Council issued guidelines in March 2025 to enhance data security and promote technological innovation in the financial sector [8][9]. - In April 2025, a plan was introduced to accelerate the construction of a financial service system that aligns with technological innovation, aiming to improve the quality and efficiency of financial services [8][9]. Industry Chain - The internet financial information service industry chain has matured, encompassing areas such as financial information, third-party payments, and online lending. The upstream includes data providers, banks, and individual funders, while the downstream consists of individual consumers, merchants, and enterprises [10]. - The relationship between merchants and third-party payment institutions is crucial, as the attractiveness and conversion rates of merchants significantly influence transaction volumes [10].

Group 1 - The China Securities Financial Technology Theme Index (930986) decreased by 0.46% as of May 16, 2025, with mixed performance among constituent stocks [3] - Leading gainers included Geling Deep Vision (688207) up 4.05%, Yinxin Technology (300231) up 1.60%, and Kela Software (300663) up 1.44%, while leading decliners were Lakala (300773) down 2.38%, Cuiwei Co. (603123) down 2.25%, and Tax Friend Co. (603171) down 2.18% [3] - The Financial Technology ETF (516860) fell by 0.58%, with the latest price at 1.2 yuan and a trading volume of 38.16 million yuan [3] Group 2 - The recent US-China trade talks in Geneva resulted in a significant reduction in tariffs, which is expected to alleviate sentiment pressure on the computer sector, highlighting potential investment opportunities [3] - Companies within the AI industry chain and financial technology sectors are anticipated to have substantial growth potential following the easing of tariff tensions [3] Group 3 - The Financial Technology ETF has reached a new high of 753 million shares, with a net inflow of 21.87 million yuan recently [4] - Over the past five trading days, there were net inflows on four days, totaling 36.30 million yuan, with an average daily net inflow of 7.26 million yuan [4] - The ETF's financing buy-in amount reached 9.61 million yuan, with a financing balance of 42.83 million yuan [4] Group 4 - As of May 15, 2025, the Financial Technology ETF has achieved a 64.04% increase in net value over the past year, ranking first among comparable funds [4] - The ETF has a historical maximum monthly return of 55.92% and an average monthly return of 10.57%, with a 66.67% annual profit percentage [4] - The probability of profit over a three-year holding period is 96.71% [4] Group 5 - The Financial Technology ETF has a Sharpe ratio of 1.21 for the past year, indicating strong risk-adjusted returns [5] - The ETF's management fee is 0.50% and the custody fee is 0.10%, which are among the lowest in comparable funds [6] - The tracking error for the ETF over the past two years is 0.046%, the highest tracking precision among comparable funds [6] Group 6 - As of April 30, 2025, the top ten weighted stocks in the China Securities Financial Technology Theme Index accounted for 53.28% of the index [6] - The top stocks include Tonghuashun (300033) at 9.50%, Dongfang Caifu (300059) at 9.01%, and Hengsheng Electronics (600570) at 7.47% [8]

Group 1 - The internet finance sector is experiencing strong performance, with notable stocks such as Tianli Technology (300399) hitting a 20% limit up, and Yinzhijie (300085) rising over 10% [1] - Other companies in the sector, including Ruida Futures (002961) and Yong'an Futures (600927), also saw significant gains, with Ruida Futures reaching a limit up [1] - The surge in stock prices is attributed to an influx of dark pool capital into these stocks, indicating increased investor interest [1]

Group 1 - The China Securities Financial Technology Theme Index (930986) decreased by 1.03% as of May 13, 2025, with mixed performance among constituent stocks, led by Lakala with a gain of 5.52% [1] - The Financial Technology ETF Huaxia (516100) fell by 0.93% but has seen a cumulative increase of 5.81% over the past week [1] - AI Agents are identified as a key driver of the software revolution, addressing the limitations of generative AI models and pushing AI technology towards practical and intelligent applications [1] Group 2 - The Financial Technology ETF Huaxia closely tracks the China Securities Financial Technology Theme Index, focusing on high-quality enterprises that integrate finance and technology [2] - The ETF covers multiple high-growth sectors, including internet brokerage, financial IT, mobile payments, AI industry chain, and trusted computing, with its top ten constituent stocks representing 53.28% of the total weight [2] - The top ten stocks include industry leaders such as Tonghuashun, Dongfang Caifu, and Hengsheng Electronics, indicating significant representation in the financial technology sector [2] Group 3 - The performance of the top ten stocks in the Financial Technology ETF shows declines, with notable drops including Ying Shisheng at -3.73% and Xin Dalu at -2.20% [4] - The weight of the top stocks varies, with Tonghuashun holding 9.46% and Dongfang Caifu at 8.94%, reflecting their importance in the index [4] - Overall, the data indicates a challenging environment for key players in the financial technology sector, despite the long-term growth potential [4]

Group 1 - The core viewpoint of the news is that a series of financial policies released by regulatory authorities has significantly boosted market sentiment and risk appetite, leading to a strong performance in the financial technology sector [3][4] - The China Securities Financial Technology Theme Index rose by 2.86%, with notable gains in constituent stocks such as Ying Shisheng (up 10.77%) and Xin Dalu (hitting the daily limit) [3] - The Huaxia Financial Technology ETF (516100) increased by 2.96%, attracting a small inflow of 10.95 million yuan over the past four trading days, indicating growing interest in the sector [3] Group 2 - The Huaxia Financial Technology ETF closely tracks the China Securities Financial Technology Theme Index, focusing on high-quality companies that integrate finance and technology across various high-growth sectors, including internet brokerage, financial IT, mobile payments, AI, and trusted computing [4] - The top ten constituent stocks of the ETF include industry leaders such as Tonghuashun, Dongfang Caifu, and Hengsheng Electronics, with a combined weight of 53.28%, showcasing significant representation in the financial technology sector [4][6] - The performance of individual stocks within the ETF shows positive trends, with notable increases in stocks like Tonghuashun (up 3.26%) and Dongfang Caifu (up 4.37%) [6]